4 Comments

I liked the observation that consensus tends to be out of tutch at extreams, but usually about right when conditions are in the middle. Personally I recall an old saying that when what you expected happends in the market and all looks well, then sell. I tend to hold then and lose some short-time opportunities. So be critical of your self.

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Indeed, reminds me of 2 quotes:

"failure is always an option"

"this too shall pass"

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Such bullsh…

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which part? happy to hear your considered thoughts/pushback on any of the details or assumptions presented above

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